We have been retained by a client who is seeking a Managing
Director of Investments for their new regional office in Denver, CO.The firm was co-founded by two prominent
wealth management and investment principals who joined their private family
offices. This is an exceptional early-stage opportunity with an independent
privately-held firm whose executive leadership is among the most recognized in
the industry.

The Managing Director of investments (MDI) will
be an “outsourced” regional CIO for clients.Candidates must have a successful and visible background in
consultative investment management; ad he or she must have the entrepreneurial
spirit to help build and lead the region.It is also crucial that the MDI has a background as a consultative
investment advisor managing UHNW or institutional client relationships.The MDI will be part of a highly collaborative
and collegial multidisciplinary regional team that focuses on impeccable client
service delivery. Cultural fit is as
important as investment qualifications and the MDI must practice “confidence,
not arrogance”.

The investment focus of this group is delivering a
client-first, fully transparent and aligned investment model, including
providing alternative investments products and direct private investments for
their clients. The MDI will implement, monitor, and maintain investment
philosophy for an open-architecture environment.This will include the development of the
family investment policy, asset allocation, ongoing performance monitoring and
evaluation, and will have extensive face-to-face interactions with UHNW
clients.The MDI will need experience in
public markets, hedge funds, private capital and direct investments.

Experience and Requirements:

Minimum of 10+ years of experience in a consultative
investment role with demonstrated success in managing relationships with and
delivering advice to ultra-affluent clients, business leaders and/or large
institutional investors.

Bachelor’s degree required; CFA designation and/or CAIA preferred.

Investment advisory experience should include all aspects
of the investment management process including objective setting, asset
allocation and investment policy, strategy, implementation, and on-going
monitoring and evaluation

We
have been retained by a client who is seeking a Managing Director, CFO Services for their new
regional office in Denver, CO.The firm
was co-founded by two prominent wealth management and investment principals who
joined their private family offices. This is an exceptional early-stage opportunity
with an independent privately-held firm whose executive leadership is among the
most recognized in the industry.

The Managing
Director, CFO Services (MDCFOS) will be part of a regional family office team.
The MDCFOS will serve as the clients’ chief family financial officer and manage
client business, family office and personal financial data. He or she will be
responsible for a critical discipline as a member of a dynamic team that offers
a holistic wealth management/family office platform delivery. The MDCFOS will
provide comprehensive financial management and planning services including:
financial oversight, risk management, customized net worth and cash flow
reporting, and tax reporting coordination.

A CPA is
highly recommended and the ideal candidate will have prior accounting and CFO
experience within a family-owned business or a family office, or worked with
clients who fit that profile. The ideal candidate must be able to review income
tax planning and compliance for HNW individuals, trusts, closely-held
businesses, and pass-through entities. He or she should have general knowledge
of estate/gift planning, wealth transfer strategies, and charitable planning
strategies.

The MDCFOS will help grow the UHNW
family office practice in the region by contributing to new client
development.The MDCFOS will be part of a highly collaborative multidisciplinary regional team and participate in a team-based compensation program.
Cultural fit is as important as investment qualifications.The MDCFO will work in a collegial team
environment that focuses on impeccable client service delivery and demonstrate “confidence, not arrogance”.

Minimum Qualifications:

15+ years’ experience within family
office, family owned business, wealth management/financial planning firm,
public accounting firm or other relevant experience working with UHNW clients

Highly developed soft skills
necessary to work intimately with families on highly sensitive, complex and
confidential matters

To apply, please submit your resume
to
jeannie@rmgassociates.com. For more
information for qualified candidates, please call Buzz Bray at (206) 402-3401.
Inquiries and applications will be held in strict confidence.

We have
been retained by a client who is seeking a Managing Director of Investments for
their new regional office in San Francisco, CA.The firm was co-founded by two prominent wealth management and
investment principals who joined their private family offices. This is an
exceptional early-stage opportunity with an independent privately-held firm whose
executive leadership is among the most recognized in the industry.

The Managing Director of investments (MDI) will be an “outsourced” regional CIO
for clients.Candidates must have a successful and visible background in consultative
investment management; and he or she must have the entrepreneurial spirit to
help build and lead the region.It is also
crucial that the MDI has a background as a consultative investment advisor
managing UHNW or institutional client relationships.The MDI will be part of a highly
collaborative and collegial multidisciplinary regional team that focuses on
impeccable client service delivery. Cultural
fit is as important as investment qualifications and the MDI must practice
“confidence, not arrogance”.

The
investment focus of this group is delivering a client-first, fully transparent
and aligned investment model, including providing alternative investments
products and direct private investments for their clients. The MDI will
implement, monitor, and maintain investment philosophy for an open-architecture
environment.This will include the
development of the family investment policy, asset allocation, ongoing
performance monitoring and evaluation, and will have extensive face-to-face interactions
with UHNW clients.The MDI should have experience
in public markets, hedge funds, private capital and direct investments.

Experience
and Requirements:

Minimum of
10+ years of experience in a consultative investment role with demonstrated
success in managing relationships with and delivering advice to ultra-affluent
clients, business leaders and/or large institutional investors.

Bachelor’s
degree required; CFA designation and/or CAIA preferred.

Investment
advisory experience should include all aspects of the investment management process
including objective setting, asset allocation and investment policy, strategy,
implementation, and on-going monitoring and evaluation

We have
been retained by a client who is seeking a Partner, Managing Director of National Sales, Western Region (Partner, MDNS) for their new regional office in San Francisco.

This is an
exceptional early-stage opportunity with an independent, privately-held firm
founded by two prominent private equity veterans. This firm focuses on family clients with
significant wealth ($100M+), often clients with family offices. The executive leadership is among the most
recognized and successful in the wealth management industry. The ideal candidate must be poised to be a
significant contributor to the growth of the regional office in a highly
visible, crucial role. The strategy,
vision and long-term commitment of this firm make this a rare career
opportunity for a talented and qualified candidate.

The Partner, MDNS will lead new client ultra-high net-worth (UHNW) business development efforts throughout
the region. He or she will be
responsible for developing new UHNW private client business and will be
actively engaged with prospective clients and centers-of-influence. The ideal
candidate must have a proven track record in generating new business and a have
a robust existing network of decision makers. Applicants must also possess strong
leadership skills and be able to make an immediate contribution to the growth
and success of the region and overall business.
The compensation includes highly competitive cash compensation as well
as partnership equity.

The Partner, MDNS can expect to work in a fast-paced, collaborative environment with other top
industry professionals providing a range of services including:

Strategic
and tactical consulting services for clients that manage wealth as a family
enterprise